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Briaud Financial Planning, Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Briaud Financial Planning, Inc
报告期 2026-03-31 · CIK 0001800586
持仓数
38
前50大市值合计
$381.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
增持 4
减持 3
清仓 143
方向
标的
Δ市值
现股数(环比)
增持
GLD
SPDR GOLD TR
+$8.8M
421,249
+1%
清仓
XLU
SELECT SECTOR SPDR TR
-$8.0M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$3.3M
44,095
+31%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
IVV
ISHARES TR
-$1.2M
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$1.1M
0
-100%
清仓
AAPL
APPLE INC
-$972.0K
0
-100%
清仓
PPLT
ABRDN PLATINUM ETF TRUST
-$772.0K
0
-100%
减持
EWJ
ISHARES INC
+$668.0K
254,288
-2%
清仓
TLT
ISHARES TR
-$660.0K
0
-100%
减持
IAU
ISHARES GOLD TR
+$480.0K
120,535
-0%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$479.0K
0
-100%
清仓
MSFT
MICROSOFT CORP
-$309.0K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$262.0K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$261.0K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$257.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$246.0K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$193.0K
0
-100%
增持
—
EXXON MOBIL CORP
-$185.0K
12,285
+2%
清仓
ZTS
ZOETIS INC
-$174.0K
0
-100%
清仓
VHT
VANGUARD WORLD FDS
-$168.0K
0
-100%
清仓
ABBV
ABBVIE INC
-$160.0K
0
-100%
清仓
NOBL
PROSHARES TR
-$158.0K
0
-100%
增持
DIS
DISNEY WALT CO
+$154.0K
12,135
+4%
清仓
LMT
LOCKHEED MARTIN CORP
-$150.0K
0
-100%
清仓
FFIN
FIRST FINL BANKSHARES INC
-$147.0K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$126.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$118.0K
0
-100%
清仓
WMT
WALMART INC
-$116.0K
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$115.0K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$115.0K
0
-100%
清仓
PEP
PEPSICO INC
-$104.0K
0
-100%
清仓
MCD
MCDONALDS CORP
-$104.0K
0
-100%
清仓
ROL
ROLLINS INC
-$98.0K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$96.0K
0
-100%
清仓
PFF
ISHARES TR
-$95.0K
0
-100%
清仓
—
SEAGEN INC
-$93.0K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$89.0K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$86.0K
0
-100%
清仓
LOW
LOWES COS INC
-$83.0K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$82.0K
0
-100%
清仓
EDV
VANGUARD WORLD FD
-$82.0K
0
-100%
清仓
SFNC
SIMMONS 1ST NATL CORP
-$81.0K
0
-100%
清仓
T
AT&T INC
-$78.0K
0
-100%
清仓
LLY
LILLY ELI & CO
-$78.0K
0
-100%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$78.0K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$71.0K
0
-100%
清仓
SRE
SEMPRA
-$66.0K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$62.0K
0
-100%
清仓
PAA
PLAINS ALL AMERN PIPELINE L
-$58.0K
0
-100%
减持
XLP
SELECT SECTOR SPDR TR
+$52.0K
16,164
-0%
清仓
BN
BROOKFIELD CORP
-$50.0K
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$49.0K
0
-100%
清仓
ETR
ENTERGY CORP NEW
-$48.0K
0
-100%
清仓
ABT
ABBOTT LABS
-$48.0K
0
-100%
清仓
DRI
DARDEN RESTAURANTS INC
-$48.0K
0
-100%
清仓
SDOG
ALPS ETF TR
-$47.0K
0
-100%
清仓
HD
HOME DEPOT INC
-$41.0K
0
-100%
清仓
INTC
INTEL CORP
-$40.0K
0
-100%
清仓
FDX
FEDEX CORP
-$40.0K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$40.0K
0
-100%
清仓
BP
BP PLC
-$40.0K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO
-$40.0K
0
-100%
清仓
SIHY
HARBOR ETF TRUST
-$37.0K
0
-100%
清仓
D
DOMINION ENERGY INC
-$36.0K
0
-100%
清仓
NEXT
NEXTDECADE CORP
-$36.0K
0
-100%
清仓
MMM
3M CO
-$35.0K
0
-100%
清仓
SCHV
SCHWAB STRATEGIC TR
-$33.0K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$32.0K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$31.0K
0
-100%
清仓
—
QIAGEN NV
-$31.0K
0
-100%
清仓
PFE
PFIZER INC
-$30.0K
0
-100%
清仓
GPC
GENUINE PARTS CO
-$28.0K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$27.0K
0
-100%
清仓
BAX
BAXTER INTL INC
-$27.0K
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP
-$26.0K
0
-100%
清仓
AMGN
AMGEN INC
-$26.0K
0
-100%
清仓
DE
DEERE & CO
-$25.0K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$25.0K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$25.0K
0
-100%
清仓
VLO
VALERO ENERGY CORP
-$23.0K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$22.0K
0
-100%
清仓
MRK
MERCK & CO INC
-$22.0K
0
-100%
清仓
EVO
EVOTEC AG
-$21.0K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$21.0K
0
-100%
清仓
—
FLAME ACQUISITION CORP
-$20.0K
0
-100%
清仓
GOOGL
ALPHABET INC
-$20.0K
0
-100%
清仓
NEM
NEWMONT CORP
-$20.0K
0
-100%
清仓
GIS
GENERAL MLS INC
-$19.0K
0
-100%
清仓
VDE
VANGUARD WORLD FDS
-$19.0K
0
-100%
清仓
VXUS
VANGUARD STAR FDS
-$18.0K
0
-100%
清仓
KO
COCA COLA CO
-$17.0K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$17.0K
0
-100%
清仓
AMZN
AMAZON COM INC
-$17.0K
0
-100%
清仓
SCHX
SCHWAB STRATEGIC TR
-$15.0K
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$15.0K
0
-100%
清仓
META
META PLATFORMS INC
-$14.0K
0
-100%
清仓
GSK
GSK PLC
-$14.0K
0
-100%
清仓
ORCL
ORACLE CORP
-$13.0K
0
-100%
清仓
BAM
BROOKFIELD ASSET MANAGMT LTD
-$13.0K
0
-100%
清仓
—
LUCID GROUP INC
-$12.0K
0
-100%
清仓
WBD
WARNER BROS DISCOVERY INC
-$12.0K
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$11.0K
0
-100%
清仓
—
AMARIN CORP PLC
-$11.0K
0
-100%
清仓
ACWV
ISHARES INC
-$10.0K
0
-100%
清仓
WEC
WEC ENERGY GROUP INC
-$9.0K
0
-100%
清仓
LGIH
LGI HOMES INC
-$9.0K
0
-100%
清仓
V
VISA INC
-$8.0K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$8.0K
0
-100%
清仓
CNQ
CANADIAN NAT RES LTD
-$7.0K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$6.0K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$5.0K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL
-$5.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$5.0K
0
-100%
清仓
CSCO
CISCO SYS INC
-$5.0K
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$4.0K
0
-100%
清仓
HLN
HALEON PLC
-$4.0K
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$4.0K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$4.0K
0
-100%
清仓
DSM
BNY MELLON STRATEGIC MUN BD
-$4.0K
0
-100%
清仓
UUP
INVESCO DB US DLR INDEX TR
-$3.0K
0
-100%
清仓
SHY
ISHARES TR
-$3.0K
0
-100%
清仓
FCPT
FOUR CORNERS PPTY TR INC
-$3.0K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$3.0K
0
-100%
清仓
TREX
TREX CO INC
-$3.0K
0
-100%
清仓
CRM
SALESFORCE INC
-$3.0K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$2.0K
0
-100%
清仓
TMUS
T-MOBILE US INC
-$2.0K
0
-100%
清仓
J
JACOBS SOLUTIONS INC
-$2.0K
0
-100%
清仓
BROS
DUTCH BROS INC
-$2.0K
0
-100%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$2.0K
0
-100%
清仓
IAG
IAMGOLD CORP
-$2.0K
0
-100%
清仓
AIG
AMERICAN INTL GROUP INC
-$2.0K
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$2.0K
0
-100%
清仓
—
DUPONT DE NEMOURS INC
-$2.0K
0
-100%
清仓
F
FORD MTR CO DEL
-$2.0K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$2.0K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$2.0K
0
-100%
清仓
SYF
SYNCHRONY FINANCIAL
-$2.0K
0
-100%
清仓
C
CITIGROUP INC
-$2.0K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$1.0K
0
-100%
清仓
MLPX
GLOBAL X FDS
-$1.0K
0
-100%
清仓
—
BROOKFIELD INFRAST PARTNERS
-$1.0K
0
-100%
清仓
—
PIONEER NAT RES CO
-$1.0K
0
-100%
清仓
—
MEDTRONIC PLC
-$1.0K
0
-100%
清仓
DOW
DOW INC
-$1.0K
0
-100%
清仓
CTVA
CORTEVA INC
-$1.0K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$1.0K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$1.0K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$1.0K
0
-100%
清仓
BTI
BRITISH AMERN TOB PLC
-$1.0K
0
-100%